TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?
$Taiwan Semiconductor Manufacturing(TSM)$$ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo
Cooling Inflation and Strong Earnings Fuel Market Broadening Ahead of Friday Close
The interplay between the cooling inflation data (both CPI and PPI prints) and the corporate earnings season creates a dynamic environment for the markets as we head toward Friday's close on July 17, 2026. Here is a breakdown of how these macro and micro elements are shifting capital across sectors and setting the stage for the end of the week. 1. Does Cooling Inflation "Boost" the Earnings Season? Yes, but less through direct corporate bottom lines this exact quarter, and more through multiple expansion and forward guidance. The Valuation Lift: The biggest relief from the softer inflation numbers is the pressure it removes from the Federal Reserve. Lower inflation lowers bond yields (with the 2-year Treasury yields slipping down). When yields fall, equity valuations—especially for high-gr
$AEHR Earnings Signal the Next Phase of the AI Infrastructure Boom
One company you need to pay attention to is $Aehr Test(AEHR)$ Calls will open up 500% from $5 to $25 this morning. Here's why: $AEHR doesn't make AI chips. They make the machines that test AI chips before they leave the factory. Think of them as the final quality check. If a chip is defective, they find it before it ends up inside a billion-dollar AI data center. That might not sound exciting, but as AI chips become more expensive and powerful, testing every single one becomes incredibly important. What really caught my attention wasn't just their earnings. They reported record orders, a massive backlog of future business, a huge increase in cash, and guided for revenue to potentially nearly triple next year. To me, that's a strong signal that AI
According to $IBM(IBM)$ , $Micron Technology(MU)$ should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases." Companies that'll benefit extremely: Memory — the core of the trade $Micron Technology(MU)$ — Micron (DRAM + NAND) $SanDisk Corp.(SNDK)$ — Sandisk (NAND) $SK hynix(SKHY)$ — DRAM/HBM leader) Storage — HDD, SSD & systems $Seagate Technolo
From -9% Intraday to +3.7% at the Close: Is Korea’s Chip Deleveraging Over?
Korean semiconductor stocks delivered a dramatic V-shaped reversal today. SK hynix fell roughly 9% during the session, then recovered to close about 3.7% higher. Samsung Electronics followed a similar path, moving from an early decline to a gain of around 3.3% by the close. The contrast between the open and the close matters. At the open, the market was still dealing with forced selling, leveraged-position reductions and concerns surrounding SK hynix’s new U.S. ADR. By the close, bargain hunters had stepped in and investors were willing to buy the memory-chip story again. The key question now is: Has the Korean semiconductor market moved past the most dangerous stage of deleveraging? What triggered the selloff? The reversal followed an unusually violent correction. On Monday, SK hynix’s Se
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates through two segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including services, spares and factory automation software for semiconductor and other products. Its products include personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.
06-30
Proposed Sale Of Securities
Form 144 | Applied Materials' Officer Gary Dickerson proposes to sell 100,000 Shares, with a total value of approximately $70 Million.